Filed September 4, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,200 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,713 | $55,415+52.9% | $155,509-45.5% | $74,495+13.7% |
| Participation rate | 64.8% | 61.9%+2.9pp | 78.2%-13.4pp | 67.2%-2.4pp |
| Annual return | 15.03% | 268.50%-253.5pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,884 | $2,267+27.2% | $4,672-38.3% | $2,623+9.9% |
| Participant deferral / active EE | $3,022 | $2,836+6.6% | $5,626-46.3% | $4,346-30.5% |
| Admin fee / account holder | $156 | $1,738-91.0% | $15,912-99.0% | $1,942-91.9% |